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Powers Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Powers Advisory Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.65M Buy
203,931
+11,130
+6% +$381K 2.02% 13
2026
Q2 		$6.97M Buy
192,801
+980
+0.5% +$32.4K 2.18% 12
2026
Q1 		$5.58M Buy
191,821
+337
+0.2% +$10.1K 1.97% 13
2025
Q4 		$5.45M Buy
191,484
+2,880
+2% +$81.3K 2.05% 14
2025
Q3 		$5.26M Buy
188,604
+2,128
+1% +$56.9K 2.1% 13
2025
Q2 		$4.72M Buy
186,476
+5,750
+3% +$136K 2.07% 14
2025
Q1 		$4.23M Buy
180,726
+5,885
+3% +$150K 2.02% 14
2024
Q4 		$4.52M Buy
174,841
+2,533
+1% +$67.4K 2.26% 12
2024
Q3 		$4.44M Buy
172,308
+3,758
+2% +$93.3K 2.21% 13
2024
Q2 		$4M Buy
168,550
+10,522
+7% +$249K 2.18% 14
2024
Q1 		$3.89M Buy
158,028
+5,670
+4% +$133K 2.22% 14
2023
Q4 		$3.6M Buy
152,358
+2,132
+1% +$44.9K 2.22% 13
2023
Q3 		$3.11M Buy
150,226
+8,116
+6% +$178K 2.11% 14
2023
Q2 		$3.11M Buy
142,110
+264
+0.2% +$5.5K 2.06% 14
2023
Q1 		$2.97M Buy
141,846
+5,230
+4% +$112K 2.08% 13
2022
Q4 		$2.77M Sell
136,616
-404
-0.3% -$8.28K 2.04% 12
2022
Q3 		$2.59M Buy
137,020
+7,426
+6% +$155K 2.07% 13
2022
Q2 		$2.53M Buy
129,594
+2,064
+2% +$44.1K 1.94% 13
2022
Q1 		$3.02M Buy
127,530
+16,270
+15% +$384K 2.1% 13
2021
Q4 		$2.85M Buy
+111,260
New +$2.88M 2.01% 14

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
FI
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Powers Advisory Group's SCHA Position: Q3 2026 in Review

Powers Advisory Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5.8% in Q3 2026, buying an estimated $381K and bringing the position to 203,931 shares worth $6.65M. The position accounts for 2.02% of the portfolio, ranked #13.

Powers Advisory Group first reported a position in SCHA in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.97M in Q2 2026. 305 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Powers Advisory Group held 203,931 shares of Schwab U.S Small- Cap ETF worth $6.65M as of Q3 2026.
  • Powers Advisory Group bought 11,130 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $381K.
  • Schwab U.S Small- Cap ETF made up 2.02% of Powers Advisory Group's portfolio in Q3 2026, its #13 holding.
  • Powers Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Schwab U.S Small- Cap ETF position peaked at $6.97M in Q2 2026.
  • 305 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.